Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Returns prior to 11/8/19 reflect the performance of the Fund’s prior strategy. Please refer to the prospectus for more information.
Seeks long-term capital appreciation.
A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management.
Portfolio Managers from Schroders
% (as of 8/31/2020)
Average Annual Total Returns % (as of 8/31/2020)
|Hartford Climate Opportunities I||16.41||33.71||10.28||---||---||14.08|
|Morningstar World Small/Mid Stock Category||2.78||15.02||6.55||---||---||---|
% (as of 6/30/2020)
Average Annual Total Returns % (as of 6/30/2020)
|Hartford Climate Opportunities I||-1.61||9.53||5.24||---||---||10.31|
|Morningstar World Small/Mid Stock Category||-7.87||-0.33||4.08||---||---||---|
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
|As of Date||8/31/2020|
|Net Assets||$53 million|
|% in Equities||96|
|% in Foreign Equities||51|
Theme Exposure (%)
|Environmental Resource Management||17|
|Low Carbon Leaders||5|
|Environmental Resource Management||16|
|Low Carbon Leaders||7|
Top Ten Holdings (%)
|Vestas Wind Systems A/S||3.35|
|Hannon Armstrong Sustainable Infrastructure Capital, Inc.||2.55|
|First Solar, Inc.||2.25|
|Daikin Industries Ltd.||1.91|
|Smart Metering Systems plc||1.90|
|Deere & Co.||1.87|
|China Longyuan Power Group Corp. Ltd.||1.75|
|Total Portfolio %||20.79|
|Vestas Wind Systems A/S||2.60|
|First Solar, Inc.||2.28|
|Smart Metering Systems plc||1.94|
|Hannon Armstrong Sustainable Infrastructure Capital, Inc.||1.87|
|Atlantica Yield plc||1.73|
|Deere & Co.||1.67|
|Total Portfolio %||19.17|
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06/30/2020 | pdf
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
06/30/2020 | pdf
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
06/30/2020 | pdf
This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.